ROLE OVERVIEW
PURPOSE OF JOB
The role holder will be responsible in the delivery of effective and efficient trust administration services. These services are to members and clients of International Employee Benefit Plans. Working in a team environment to process a variety of events, they will be responsible and accountable for the delivery of the highest standard of administration services that meet the stewardship and governance requirements of the Plans within agreed standards and timeframes. Through monitoring their own workflow, they will effectively utilise priority and organisational skills to process key events. These events, include (not limited to) contribution processing, distribution payments to members and corporate payrolls, interactions with corporate clients, members and third parties, reconciliation break investigations, processing of member fees and adherence to jurisdictional legislation and Plan rules. Actively seeking new ways to improve procedures they will provide optimum levels of customer service to the clients in terms quality, cost and time.
MAIN RESPONSIBILITIES AND DUTIES
Knowledge of and ability to use internal systems effectively and to ensure maintenance of consistent and accurate scheme records and client details on core systems.
Efficient administration of all work activities required to meet the client deliverables set out in the service agreement and underpinned by Trust Deed & Rules. To maintain an understanding of clients’ requirements to allow investigation and response to client/participant queries seeking guidance and escalation where required.
To complete all work activities in line with best practice and compliance with checklists, team procedures, governing documentation, JTC polices, legislative rules and regulations including FATCA/CRS, AML.
To take responsibility for organisation of own work activities to control and maximise service delivery and efficiency.
To make every effort to ensure performance targets and quality standards are met and to recommend procedural changes to improve the standards.
To liaise with other JTC teams as required to ensure the efficient and co-ordinated delivery of services.
Liaising with third party intermediaries e.g. Payroll services/ IFAs/ lawyers / actuaries.
To participate in effective team communication.
To participate in client, business and new client take on activities.
To identify, evaluate and report risks to your line manager.
To make suggestions for improvement and complete corrective/preventative actions in order to reduce operational events and complaints.
Preparation/co-ordination of client reporting.
Support wider Administration & Reporting teams as deemed necessary by Management.
Adhere to JTC core values and expected behaviours.
Any other duties as deemed necessary by Management. ESSENTIAL REQUIREMENTS Excellent communication skills (both written and oral).
Strong organisation skills and interpersonal skills.
High level of accuracy and attention to detail.
Completer finisher – ability to see tasks through to the end.
Ability to work to tight deadlines and under pressure.
Positive ‘can do’ attitude.
Awareness of operational risk.
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Efficient administration of all work activities required to meet the client deliverables set out in the service agreement and underpinned by Trust Deed & Rules. To maintain an understanding of clients’ requirements to allow investigation and response to client/participant queries seeking guidance and escalation where required.
To complete all work activities in line with best practice and compliance with checklists, team procedures, governing documentation, JTC polices, legislative rules and regulations including FATCA/CRS, AML.
To take responsibility for organisation of own work activities to control and maximise service delivery and efficiency.
To make every effort to ensure performance targets and quality standards are met and to recommend procedural changes to improve the standards.
To liaise with other JTC teams as required to ensure the efficient and co-ordinated delivery of services.
Liaising with third party intermediaries e.g. Payroll services/ IFAs/ lawyers / actuaries.
To participate in effective team communication.
To participate in client, business and new client take on activities.
To identify, evaluate and report risks to your line manager.
To make suggestions for improvement and complete corrective/preventative actions in order to reduce operational events and complaints.
Preparation/co-ordination of client reporting.
Support wider Administration & Reporting teams as deemed necessary by Management.
Adhere to JTC core values and expected behaviours.
Any other duties as deemed necessary by Management. ESSENTIAL REQUIREMENTS Excellent communication skills (both written and oral).
Strong organisation skills and interpersonal skills.
High level of accuracy and attention to detail.
Completer finisher – ability to see tasks through to the end.
Ability to work to tight deadlines and under pressure.
Positive ‘can do’ attitude.
Awareness of operational risk.
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